Fogarty Wealth Management, headquartered in Omaha, Neb., has aligned with JFC Financial Services in Lincoln, Neb., to join LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced in a news release.
Fogarty was formerly with Securities America, part of the Advisor Group network of broker-dealers, where the firm reportedly managed approximately $125 million in brokerage and advisory assets.
Led by firm president Bennett Fogarty, the team also includes fellow financial advisor Bryan Stoltenberg, licensed operations manager Karla O’Fallon, and office manager Greg Hauer.
LPL Financial, headquartered in Fort Mill, S.C.; San Diego and Boston, is the nation’s largest independent broker-dealer.